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New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #62,372 out of 783,334 TipRanks' Investors
Success Rate
72%
71 out of 98
profitable transactions
Average Return
12.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.36% BMY
4.93% O
4.60% ARCC
4.39% MCD
4.07% PFE
76.65% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
15.51% Real Estate
15.41% Financial
14.19% Technology
13.19% Consumer Cyclical
12.56% Healthcare
29.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PRU
Prudential Financial
$121.88
$0.45
(0.37%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$43.14B
14.72%
LNC
Lincoln National
$35.36
$0.04
(0.11%)
premium
1 Buy
7 Hold
0 Sell
Hold
premium
$5.81B
23.71%
BMY
Bristol-Myers Squibb
$59.14
$0.09
(0.15%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$119.18B
19.56%
BTI
British American Tobacco
$39.68
$0.42
(1.07%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$86.96B
30.69%
CSCO
Cisco Systems
$60.47
$0.92
(1.54%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$236.70B
13.99%
INTC
Intel
$20.01
$0.26
(1.32%)
premium
1 Buy
23 Hold
4 Sell
Hold
premium
$85.40B
-53.98%
LEG
Leggett & Platt
$10.94
$0.25
(2.34%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.40B
-54.82%
MO
Altria Group
$51.54
$1.12
(2.13%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$89.15B
30.15%
O
Realty Income
$54.32
$0.26
(0.48%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$48.12B
-2.03%
T
AT&T
$24.02
$0.21
(0.87%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$175.08B
38.22%
VZ
Verizon
$39.47
$0.81
(2.01%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.07B
-5.16%
WBA
Walgreens Boots Alliance
$11.46
$0.21
(1.87%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$9.41B
-50.57%
MDT
Medtronic
$91.99
$0.58
(0.63%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$117.94B
5.10%
AMCR
Amcor
$9.75
$0
(0%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$14.18B
1.99%
TROW
T Rowe Price
$115.89
$1.58
(1.38%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$25.69B
2.33%
TXN
Texas Instruments
$185.27
$5
(2.77%)
premium
7 Buy
12 Hold
2 Sell
Hold
premium
$164.72B
11.24%
PM
Philip Morris
$130.32
$0.73
(0.56%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$200.51B
41.23%
PFE
Pfizer
$26.91
$0.29
(1.09%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$151.59B
-1.48%
UGI
UGI
$30.99
$1.18
(3.96%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$6.53B
32.66%
VICI
VICI Properties
$29.84
$0.2
(0.67%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$31.64B
-1.98%
CCI
Crown Castle
$89.03
$1.14
(1.3%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$39.01B
-18.61%
ARE
Alexandria Equities
$95.85
$0.06
(0.06%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$16.83B
-20.96%
MCD
McDonald's
$290.32
$0.21
(0.07%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$208.64B
-1.54%
CVX
Chevron
$156.32
$0.63
(0.4%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.72B
3.71%
AES
AES
$11.27
$0.12
(1.08%)
premium
10 Buy
0 Hold
1 Sell
Strong Buy
premium
$7.83B
-34.29%
ADC
Agree Realty
$73.10
$1.24
(1.73%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.56B
19.97%
NAT
Nordic American Tanker
$2.75
$0.04
(1.48%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$555.40M
-38.55%
SWKS
Skyworks Solutions
$89.40
$0.76
(0.84%)
premium
4 Buy
12 Hold
3 Sell
Hold
premium
$14.44B
-13.58%
ADM
Archer Daniels Midland
$51.67
$0.01
(0.02%)
premium
0 Buy
5 Hold
2 Sell
Moderate Sell
premium
$24.21B
-7.75%
ENB
Enbridge
$44.50
$0.24
(0.54%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.78B
23.01%
FMC
FMC
$56.38
$0.05
(0.09%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$7.02B
-2.02%
HRL
Hormel Foods
$30.43
$0.25
(0.83%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$16.72B
-1.63%
NEE
NextEra Energy
$71.30
$0.41
(0.58%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$145.06B
19.59%
DOC
Healthpeak Properties
$20.51
$0.3
(1.48%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.74B
8.54%
$154.40
$2.86
(1.89%)
premium
7 Buy
3 Hold
2 Sell
Moderate Buy
premium
$81.68B
58.27%
SBUX
Starbucks
$109.00
$0.42
(0.39%)
premium
15 Buy
7 Hold
3 Sell
Moderate Buy
premium
$113.84B
15.41%
ARCC
Ares Capital
$23.42
$0.24
(1.04%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.21B
12.47%
IBM
International Business Machines
$258.27
$29.64
(12.96%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$208.66B
21.70%
EL
The Estée Lauder Companies
$85.48
$3.2
(3.89%)
premium
4 Buy
19 Hold
1 Sell
Hold
premium
$29.78B
-38.68%
STLA
Stellantis
$13.52
$0.16
(1.2%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$39.64B
-38.91%
FRO
Frontline
$17.48
$0.54
(3.19%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.65B
-26.03%
OBDC
Blue Owl Capital
$15.05
$0.11
(0.74%)
premium
5 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.68B
-0.73%
RITM
Rithm Capital
$11.56
$0.22
(1.94%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.93B
3.75%
TD
Toronto Dominion Bank
$57.37
$0.04
(0.07%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$100.23B
-7.03%
DIS
Walt Disney
$113.43
$0.24
(0.21%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$202.80B
16.76%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.40T
29.02%
MU
Micron
$92.50
$3.49
(3.92%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$98.33B
3.31%
BEN
Franklin Resources
$20.15
$0.1
(0.5%)
premium
0 Buy
7 Hold
5 Sell
Moderate Sell
premium
$10.63B
-26.10%